Which businesses would generate 18-25% CAGR earnings growth for years 2022-2027? | Amit Jeswani
ฝัง
- เผยแพร่เมื่อ 10 ก.พ. 2025
- December 04, 2021 @ 11:00 AM IST
Speaker:
Amit Jeswani, Founder, Stallion Asset
Host:
Kamal Manocha, Founder & CEO, PMS AIF World
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Investments are subject to market risks. Please read all Scheme Information Documents (SID) /Key Information Memorandum (KIM), addendum issued from time to time, and other related documents carefully before investing. This video covers opinions as shared in a webinar, for general information & educational purpose and should not be construed as any kind of Advice or Recommendation. Past performance is not indicative of future returns.
My bet is this guy would be the leading PMS manager in the next 2 decades. A very unique and forward looking approach of analysing sectors and stocks. Ultimate clarity on what sectors to bet, why to bet and for what reasons these will be largest wealth creators. I really loved watching each and every minute of this video.
Can't agree with you more on this !
The most insightful presentation by a fund manager i have seen in a long time
Amit has clear idea & impressive. Even I don't agree with answers on valuations.
S he is right there are only 3 type of companies one is emerging monopoly ( new age companies which have moat around ) other is established monopoly which still have room to grow ( tcs, bajaj finance) and other are monopolies which have growth significantly but either they don't have enough growth left or even if it's there they don't want to change like maruti .. And i am a believer in this ..
I liked his presentation.
Excellent data...
Amitji like Amitabh Bachchan of tech business...wish to watch more insights from him
what is the name of delhi based structural steel stock?
Me too want to know, could not understand that
SAL steel ?
Apl apollo tube
What about china+1 chemical theme??
1 of best funda analysis presentation
which stocks he calls out at 1:14:05 ?
He didn't mentioned any stock at that timing.... He said his largest bet is on building materials stock and not on Asian paints which is only 3-4% of portfolio
@@ashishmittal4374 actually he does, he talks about a delhi based steel company.
Apl
Excellent subject,Nice described.waiting for next one .thank you sir
Very simple for those who don’t get tech stocks - most tech stocks prioritise creating monopolies than mid-cap type of play, of course you won’t have profits when you want to build a $10B market cap in 10 years. The next 10 years these businesses will exploit their leadership position to generate profits unheard of in Indian market.
Great session. Amit has clear and concise idea/info. Love his energy too
Humble opinions 👌👍
Beta is a measure of volatility relative to the index...but that's not a good measure of risk...just 'cuz a stock is less volatile than the index doesn't mean it's less risky than holding the index
Awesome
Thank you Amit Sir for an engaging and insightful session.
Amazing rationale, loved it.
Shouldn't you start with estimating the opportunity size industries instead of assuming the profit pool will grow at a certain rate ?
Most interesting and insightful session by Amit Jeswani
Can we get the ppt
Why does Amit jeswani enters late on any stock when it has already made its run
I think you are very new to market . It doesn’t matter it already ran up or not. What matters is what’s the model of business . Try to study more
Because he may not be a swing trader?
it depends on your definition of a "run" ....if you're only looking for short term profits, your remark is relevant...but that's not what an investor typically does..
@@alwynsam5349 I am taking about a first mover advantage
Very insightful session Amit sir
Amit Rocks always.
👌🏼👌🏼👌🏼👌🏼👌🏼
he looks straight out of cartoon network
chini kum